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Invesco S&P MidCap Momentum ETF

406 hedge funds and large institutions have $3.36B invested in Invesco S&P MidCap Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 170 increasing their positions, 110 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

381% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 16

90% more funds holding in top 10

Funds holding in top 10: 1019 (+9)

55% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 110

17.47% more ownership

Funds ownership: 48.7%66.18% (+17%)

17% more capital invested

Capital invested by funds: $2.88B → $3.36B (+$482M)

15% more funds holding

Funds holding: 354406 (+52)

Holders
406
Holders Change
+52
Holders Change %
+14.69%
% of All Funds
4.94%
Holding in Top 10
19
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+90%
% of All Funds
0.23%
New
77
Increased
170
Reduced
110
Closed
16
Calls
$415K
Puts
Net Calls
+$415K
Net Calls Change
+$158K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$481M +$48.6M +355,614 +11%
Morgan Stanley
2
Morgan Stanley
New York
$256M -$1.89M -13,817 -0.7%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$173M +$17.4M +127,090 +11%
VIA
4
Vantagepoint Investment Advisers
District of Columbia
$151M -$15M -109,776 -9%
Wells Fargo
5
Wells Fargo
California
$147M +$17.2M +125,898 +13%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$128M +$10.5M +76,532 +9%
Raymond James Financial
7
Raymond James Financial
Florida
$116M +$14.2M +103,839 +14%
Ameriprise
8
Ameriprise
Minnesota
$105M +$12M +87,679 +13%
Bank of America
9
Bank of America
North Carolina
$95.9M +$6.85M +50,132 +8%
Osaic Holdings
10
Osaic Holdings
Arizona
$82.2M +$6.64M +48,534 +9%
MCC
11
Money Concepts Capital
Florida
$66.7M +$1.59M +11,621 +2%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$57.9M +$8.27M +60,493 +17%
GVAG
13
Great Valley Advisor Group
Delaware
$55.3M +$25.7M +188,111 +89%
DCM
14
Davidson Capital Management
Texas
$53.9M -$1.23K -9 -0%
MML Investors Services
15
MML Investors Services
Massachusetts
$53.1M +$5.99M +43,799 +13%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$51.7M +$119K +873 +0.2%
Stifel Financial
17
Stifel Financial
Missouri
$50.1M +$4.51M +33,006 +10%
AWM
18
Affinity Wealth Management
Delaware
$44.6M +$379K +2,773 +0.9%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$44.3M -$4.26M -31,156 -9%
UBS Group
20
UBS Group
Switzerland
$39.5M +$3.52M +25,752 +10%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$37.8M -$461K -3,375 -1%
BCI
22
Brinker Capital Investments
Pennsylvania
$36.9M +$16.4M +120,212 +82%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$35.4M +$4.3M +31,421 +14%
HighTower Advisors
24
HighTower Advisors
Illinois
$34.8M +$26.8M +196,188 +354%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$33.7M +$1.87M +13,704 +6%